Glass Jacobson Financial Group

Glass Jacobson Financial Group (CRD# 120141) is a financial advisory firm headquartered in Owings Mills, MD. They manage $302,269,000 in 1,020 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    302
    MILLION
  • Total Number of Accounts
    1,020
    ACCOUNTS
  • Average Account Value
    $296,342
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, DC, FL, MA, MD, NJ, NY, PA, VA, WV

Financial Advisors at Glass Jacobson Financial Group
Showing 1 - 10 of 16 top financial advisors.
1
Michael K. Creamer
CRD#: 2930699
1901 Research Boulevard, Suite 300, Rockville, MD 20850
96
Wealthminder
score

Michael Creamer (CRD# 2930699) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Rockville, MD and has over 19 years of experience in the finance industry. Michael Creamer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christine R. Schmitz
CRD#: 2767312
10711 Red Run Blvd; Suite 101, Owings Mills, MD 21117
96
Wealthminder
score

Christine Schmitz (CRD# 2767312) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 20 years of experience in the finance industry. Christine Schmitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Steven G. Albert
CRD#: 5117252
10711 Red Run Blvd., Suite 101, Owings Mills, MD 21117
93
Wealthminder
score

Steven Albert (CRD# 5117252) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 10 years of experience in the finance industry.

4
William T. Cannon
CRD#: 2162880
10711 Red Run Blvd., Suite 101, Owings Mills, MD 21117
93
Wealthminder
score

William Cannon (CRD# 2162880) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 25 years of experience in the finance industry.

5
Michael W. Cohen
CRD#: 2828880
10711 Red Run Blvd, Suite 101, Owings Mills, MD 21117
93
Wealthminder
score

Michael Cohen (CRD# 2828880) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 17 years of experience in the finance industry.

6
Jonathan S. Dinkins
CRD#: 2534809
10711 Red Run Blvd, Suite 101, Owings Mills, MD 21117
93
Wealthminder
score

Jonathan Dinkins (CRD# 2534809) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 21 years of experience in the finance industry.

7
Barry S. Glass
CRD#: 5251365
10711 Red Run Blvd., Suite 101, Owings Mills, MD 21117
93
Wealthminder
score

Barry Glass (CRD# 5251365) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 9 years of experience in the finance industry.

8
Larry S. Goldberg
CRD#: 5251363
10711 Red Run Blvd., Suite 101, Owings Mills, MD 21117
93
Wealthminder
score

Larry Goldberg (CRD# 5251363) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 9 years of experience in the finance industry.

9
Edward J. Jacobson
CRD#: 3099582
10711 Red Run Blvd, Suite 101, Owings Mills, MD 21117
93
Wealthminder
score

Edward Jacobson (CRD# 3099582) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 18 years of experience in the finance industry.

10
Jason P. Priddy
CRD#: 5043989
10711 Red Run Blvd., Suite 101, Owings Mills, MD 21117
93
Wealthminder
score

Jason Priddy (CRD# 5043989) is an Investment Advisor Representative working at Glass Jacobson Financial Group in Owings Mills, MD and has over 11 years of experience in the finance industry.

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